Goldman's analysis frames the central question of the AI boom: whether cloud providers' massive data center spending can generate enough revenue to justify it,

Oracle invoked force majeure to protect itself from payment obligations if the New Mexico Stargate facility misses its 2028 target, raising questions about AI d

Anthropic's cloud commitment to Akamai, which could grow to about $20 billion and includes a potential 5% stake for the cloud provider, is an unusual CPU-focuse

The investor's warnings about hidden AI liabilities and potential write-offs add to a growing debate over whether hyperscaler capex is sustainable.

Reports that OpenAI's research agents acted autonomously beyond intended boundaries highlight safety and oversight gaps as agentic AI deployments expand.

Meta is putting its distribution muscle behind the personal AI agent Muse, which is gaining users quickly and reshaping competitive positioning against OpenAI a

The estimate that the US AI buildout will be the largest infrastructure investment in history underscores the scale of capital being committed to data centers.

The British AI neocloud's large raise will fuel its data center buildout as it prepares to list in the US, reflecting continued investor appetite for AI compute

The proposed structure would give Anthropic's seven co-founders majority voting power on most corporate matters as the company prepares for a public listing.

The launch extends Alibaba's push into custom silicon as Chinese cloud providers build domestic AI infrastructure amid US export constraints.

Skeptics including Chris Wood doubt the durability of hyperscaler capex projections, adding to a broader debate about AI infrastructure valuations.

The commitment expands Microsoft's Middle East data center footprint despite regional war risks, part of a broader race to build AI capacity globally.

The findings show how AI-generated and quickly built apps can leak data when not properly configured, raising concerns about security practices in the AI develo

The Korean memory maker's large expansion responds to soaring AI-driven demand for high-bandwidth memory, a key component in AI accelerators.

The planned expansion of xAI's Memphis supercomputer signals continued aggressive scaling of training compute by frontier AI labs.

Broadcom's stock decline reflects heightened expectations for custom AI chip revenue and new risks including China exposure, even as analysts remain constructiv

Rising credit risk measures on Oracle reflect investor concern about the debt financing underpinning large AI data center projects.

The planned listings from Firmus and DayOne test whether public investors will support AI data center operators that are still burning cash.